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Past Commentary & Articles

Global supply chains that were severely impacted by COVID-19, continue to work through issues that caused more than 50 container ships to sit idle outside of West Coast ports. Resolving this supply-chain issue will help calm inflation fears. All this and more in the third-quarter 2021 edition of MarketWise!

Following the death of a spouse, some of us may feel pressure to make big decisions – including financial decisions – quickly. Ironically, this may be one of the worst times to think about money-related issues. If you or someone you know is grieving, here are some thoughts to guide you during this difficult time.

Demand for imported consumer goods continues to surge, while at the same time, there are significantly fewer workers required to maintain and operate these supply chains. Unfortunately, there’s no quick fix. The supply chain is currently on the operating table.

You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.

Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?

Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.

In November, many Americans will choose their health care benefits for 2022. You may have an opportunity to invest in a health flexible spending arrangement (FSA) or a health savings account (HSA). Selecting the account that is best for you depends on how you plan to use the money.

After a hard day at the office, the prospect of retiring to a life of leisure may seem attractive. But if you’re not quite ready to permanently step away from the job, you might want to explore your desires, fears, and abilities.

What happens when retirement isn’t all it was cracked up to be? It might mean returning to work, which may seem logical if you find yourself restless, bored, or otherwise unfulfilled.

In casual conversations, “we need a market correction” has become commonplace. The S&P 500 has doubled since the lows in March of last year. We achieved 55 new all-time highs this year; the previous record of 77 new all-time highs in 1995 is within reach.

If you have followed investment news through traditional media, you have likely heard the theory that a potential increase in the long-term capital gains rate may cause investors to sell all of their positions with unrealized gains ahead of the tax change in the name of avoiding higher future tax rates. At face value this seems like a reasonable theory, but what does historical evidence tell us?

In the U.S., our vision of retirement is evolving. Instead of working to retirement age and stopping, more people are seeking a new and different experience. With all of this talk about the end of retirement, Savant Wealth Management commissioned a study to see what the hard data had to say.